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Nashville Financial Planning

Updated today

Client AUM

$9,924,496

Clients

12

Advisors

1

of 1 employees

About

Nashville Financial Planning serves individual and high-net-worth clients with wealth management and financial planning services, offering both ongoing and project-based engagements. The firm provides portfolio management for clients using equities, fixed income, mutual funds, ETFs and cash equivalents, and it may introduce third‑party professionals or outside managers as part of client solutions.

The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, combining passive and active strategies and conducting mutual fund/ETF and outside‑manager due diligence on manager experience, holdings overlap, and strategy fit. Accounts are reviewed quarterly, and the firm executes trades on an individual account basis rather than aggregating block trades; it also offers a financial plan to investment management clients at their election without an added fee.

Compared with peers, Nashville Financial Planning is a recently established, single‑advisor practice with a small, concentrated client roster and roughly $9.9 million in assets under management, which results in highly personalized service and oversight. The firm uses an institutional custodial platform (Altruist) that provides digital onboarding and practice‑management integrations; it discloses the non‑monetary benefits received and states it reviews custodian selection criteria to address potential conflicts.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Initial financial planning fee up to $2,500; monthly ongoing financial planning fees from $250 to $1,000

Percentage

$0 - $1,500,000: 0.75% $1,500,001 - $5,000,000: 0.50% $5,000,001+: 0.35%

Project-based

$250 per hour for Project-Based Financial Planning

Other

Fee-only: Ongoing Financial Planning fees range from $250 to $1,000 monthly; initial fee up to $2,500; Project-Based Financial Planning charged at $250/hour

Main office

Franklin TN

Advisors at this office

1

Most active in

Tennessee

Also doing business as

Nashville Financial Planning · Nashville Financial Planning, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

Tim K

CFP®

Franklin, TN

Nashville Financial Planning

Tim brings over 15 years of industry experience. He graduated from Miami University with a Finance Degree from the Business Honors Program. He spent most of his first 9 years in the industry directly supporting individuals as a financial advisor with Fidelity Investments where he grew his practice to over $500 million. He transitioned to Charles Schwab where he spent the last few years leading a team of advisors where he was responsible for the retail branches for most of Tennessee. He helped grow his team from 17 to over 30 representatives with responsibility for over 80,000 families and households. Tim has always been interested in the FIRE movement (Financial Independence/Retire Early). However, as he reached the mid-point of his career he decided that he really enjoys working, helping people achieve their goals, and that he could have the most valuable impact working with a small group of people. He left Charles Schwab to found Nashville Finacial Planning in August of 2023 as it would be the perfect time to bring his 15+ years of experience to helping people for the next 15-20 years. Given his experience at two of the largest firms in the industry he has seen how much money people can pay in fees, and how a lot of advisors are incentivized to continue growing while neglecting a portion of their clients. Nashville Financial Planning was not only founded to help solve these two challenges (fixed fee and limited client base), but the true independent model gives a lot more flexibility to help people in areas of their financial life where they need it most in an unbiased way.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Gen Y/Millennials (Born 1980-1995) Work/Life Balance
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